Well Done, LLC Diversified Active

CIK: 0001667132 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 14, 2018

Total Value ($000): $354,072 (100.0% shares, 0.0% debt)

Holdings (135)

BRK/A BERKSHIRE HATHAWAY INC DEL CL A 11.2%
Value ($000) $39,680 Shares 124 Est. Cost $201678.17 Unrealized +53.5%
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 10.1%
Value ($000) $35,601 Shares 299,168 Est. Cost $78.47 Unrealized
VLUE ISHARES EDGE MSCI USA VALUE FACTOR ETF 10.0%
Value ($000) $35,245 Shares 401,193 Est. Cost $68.51 Unrealized
GNTX GENTEX CORP COM 6.4%
Value ($000) $22,494 Shares 1,048,177 Est. Cost $18.19 Unrealized +27.2%
VOE VANGUARD MID-CAP VALUE INDEX FUND 4.3%
Value ($000) $15,079 Shares 133,359 Est. Cost $96.05 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 3.1%
Value ($000) $10,842 Shares 124,277 Est. Cost $88.17 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.7%
Value ($000) $9,653 Shares 45,084 Est. Cost $146.27 Unrealized +40.3%
MACATAWA BK CORP COM 2.5%
Value ($000) $8,895 Shares 759,603 Est. Cost $6.05 Unrealized
QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 2.3%
Value ($000) $7,997 Shares 88,492 Est. Cost $66.51 Unrealized
IJH ISHARES S&P MIDCAP FUND 2.1%
Value ($000) $7,611 Shares 37,809 Est. Cost $232.03 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 2.0%
Value ($000) $6,948 Shares 57,778 Est. Cost $114.76 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 1.8%
Value ($000) $6,262 Shares 47,085 Est. Cost $119.11 Unrealized
ABBV ABBVIE INC COM 1.7%
Value ($000) $5,917 Shares 62,565 Est. Cost $37.96 Unrealized +82.2%
IVLU ISHARES EDGE MSCI INTL VALUE FACTOR ETF 1.5%
Value ($000) $5,331 Shares 209,571 Est. Cost $25.53 Unrealized
CHEMICAL FINL CORP COM 1.3%
Value ($000) $4,750 Shares 88,946 Est. Cost $34.27 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 1.3%
Value ($000) $4,730 Shares 63,700 Est. Cost $68.47 Unrealized
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 1.2%
Value ($000) $4,385 Shares 90,332 Est. Cost $47.18 Unrealized
CZA INVESCO ZACKS MID-CAP ETF 1.2%
Value ($000) $4,371 Shares 64,107 Est. Cost $64.69 Unrealized
ABT ABBOTT LABS COM 1.2%
Value ($000) $4,295 Shares 58,551 Est. Cost $36.77 Unrealized +57.3%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 1.2%
Value ($000) $4,256 Shares 74,622 Est. Cost $43.84 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 1.2%
Value ($000) $4,218 Shares 61,448 Est. Cost $65.72 Unrealized
RZG INVESCO S&P SMALLCAP 600 PURE GROWTH ETF 1.2%
Value ($000) $4,188 Shares 31,263 Est. Cost $126.98 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 1.2%
Value ($000) $4,119 Shares 111,689 Est. Cost $52.12 Unrealized
AIVL WISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUND 1.1%
Value ($000) $3,830 Shares 42,353 Est. Cost $72.62 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 1.0%
Value ($000) $3,708 Shares 113,038 Est. Cost $30.01 Unrealized
SPY SPDR S&P 500 ETF 1.0%
Value ($000) $3,516 Shares 12,094 Est. Cost $220.95 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1.0%
Value ($000) $3,452 Shares 32,317 Est. Cost $102.12 Unrealized
COMT ISHARES COMMODITIES SELECT STRATEGY ETF 0.9%
Value ($000) $3,309 Shares 85,009 Est. Cost $36.65 Unrealized
INTF ISHARES EDGE MSCI MULTIFACTOR INTL ETF 0.9%
Value ($000) $3,197 Shares 113,860 Est. Cost $28.62 Unrealized
INVUITY INC COM NEW 0.8%
Value ($000) $2,716 Shares 367,087 Est. Cost $5.75 Unrealized
BLACKROCK MUNIYLD MICH QLTY FD COM 0.7%
Value ($000) $2,586 Shares 208,563 Est. Cost $13.87 Unrealized
ISHARES COMEX GOLD TRUST 0.7%
Value ($000) $2,416 Shares 211,365 Est. Cost $11.93 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.7%
Value ($000) $2,390 Shares 35,864 Est. Cost $63.36 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.6%
Value ($000) $2,281 Shares 88,720 Est. Cost $27.07 Unrealized
ALTAIR ENGR INC COM CL A 0.6%
Value ($000) $2,259 Shares 52,000 Est. Cost $43.44 Unrealized
CL COLGATE PALMOLIVE CO COM 0.6%
Value ($000) $2,088 Shares 31,183 Est. Cost $52.97 Unrealized +5.7%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.6%
Value ($000) $2,014 Shares 12,911 Est. Cost $101.07 Unrealized
MLKN MILLER HERMAN INC COM 0.6%
Value ($000) $2,013 Shares 52,420 Est. Cost $27.45 Unrealized +14.1%
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF 0.5%
Value ($000) $1,760 Shares 84,860 Est. Cost $20.75 Unrealized
DWM WISDOMTREE INTERNATIONAL EQUITY FUND 0.5%
Value ($000) $1,680 Shares 31,623 Est. Cost $51.56 Unrealized
VOO VANGUARD S&P 500 ETF 0.5%
Value ($000) $1,623 Shares 6,078 Est. Cost $208.77 Unrealized
INVESCO BULLETSHARES 2020 CORPORATE BOND ETF 0.4%
Value ($000) $1,590 Shares 75,430 Est. Cost $21.05 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $1,518 Shares 10,988 Est. Cost $81.90 Unrealized +31.9%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.4%
Value ($000) $1,342 Shares 41,138 Est. Cost $33.44 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.4%
Value ($000) $1,259 Shares 15,355 Est. Cost $70.73 Unrealized
EEMV ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF 0.3%
Value ($000) $1,149 Shares 19,372 Est. Cost $54.98 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.3%
Value ($000) $1,147 Shares 20,450 Est. Cost $54.72 Unrealized
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $1,136 Shares 13,361 Est. Cost $55.26 Unrealized +5.3%
IQDF FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUND 0.3%
Value ($000) $1,106 Shares 46,006 Est. Cost $26.25 Unrealized
DIM WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND 0.3%
Value ($000) $1,085 Shares 16,551 Est. Cost $63.87 Unrealized
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $1,083 Shares 13,007 Est. Cost $60.37 Unrealized +12.3%
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.3%
Value ($000) $1,058 Shares 6,400 Est. Cost $161.56 Unrealized
AAPL APPLE INC COM 0.3%
Value ($000) $1,009 Shares 4,469 Est. Cost $31.54 Unrealized +56.2%
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.3%
Value ($000) $983 Shares 21,437 Est. Cost $36.53 Unrealized
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $859 Shares 7,611 Est. Cost $59.04 Unrealized +56.9%
HBAN HUNTINGTON BANCSHARES INC COM 0.2%
Value ($000) $854 Shares 57,229 Est. Cost $9.01 Unrealized +23.4%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $807 Shares 83,679 Est. Cost $4.71 Unrealized
DFE WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND 0.2%
Value ($000) $772 Shares 12,203 Est. Cost $56.83 Unrealized
MSFT MICROSOFT CORP COM 0.2%
Value ($000) $765 Shares 6,688 Est. Cost $54.33 Unrealized +85.6%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.2%
Value ($000) $739 Shares 9,700 Est. Cost $69.77 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $725 Shares 3,442 Est. Cost $96.20 Unrealized +37.4%
IGV ISHARES NORTH AMERICAN TECH-SOFTWARE ETF 0.2%
Value ($000) $715 Shares 3,490 Est. Cost $98.18 Unrealized
SUI SUN CMNTYS INC COM 0.2%
Value ($000) $713 Shares 7,025 Est. Cost $68.56 Unrealized
AOK ISHARES CONSERVATIVE ALLOCATION FUND 0.2%
Value ($000) $707 Shares 20,677 Est. Cost $33.06 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.2%
Value ($000) $695 Shares 3,210 Est. Cost $125.84 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.2%
Value ($000) $693 Shares 3,839 Est. Cost $137.80 Unrealized
INVESCO BULLETSHARES 2018 CORPORATE BOND ETF 0.2%
Value ($000) $684 Shares 32,351 Est. Cost $21.14 Unrealized
INVESCO BULLETSHARES 2019 CORPORATE BOND ETF 0.2%
Value ($000) $683 Shares 32,382 Est. Cost $20.97 Unrealized
PDP INVESCO DWA MOMENTUM ETF 0.2%
Value ($000) $666 Shares 11,182 Est. Cost $55.39 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.2%
Value ($000) $664 Shares 2,917 Est. Cost $128.93 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $659 Shares 12,350 Est. Cost $30.70 Unrealized +16.1%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.2%
Value ($000) $644 Shares 5,817 Est. Cost $77.76 Unrealized
SOXX ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND 0.2%
Value ($000) $599 Shares 3,236 Est. Cost $125.26 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.2%
Value ($000) $597 Shares 8,760 Est. Cost $50.19 Unrealized
IYC ISHARES U.S. CONSUMER SERVICES ETF 0.2%
Value ($000) $588 Shares 2,776 Est. Cost $153.45 Unrealized
IQLT ISHARES EDGE MSCI INTL QUALITY FACTOR ETF 0.2%
Value ($000) $566 Shares 19,165 Est. Cost $29.53 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.2%
Value ($000) $559 Shares 5,859 Est. Cost $81.19 Unrealized
STEWARDSHIP FINL CORP COM 0.2%
Value ($000) $558 Shares 52,655 Est. Cost $11.55 Unrealized
XNTK SPDR NYSE TECHNOLOGY ETF 0.2%
Value ($000) $551 Shares 5,833 Est. Cost $66.41 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.2%
Value ($000) $547 Shares 5,492 Est. Cost $71.24 Unrealized
XSD SPDR S&P SEMICONDUCTOR ETF 0.2%
Value ($000) $542 Shares 7,134 Est. Cost $57.73 Unrealized
SYK STRYKER CORP COM 0.2%
Value ($000) $534 Shares 3,005 Est. Cost $91.54 Unrealized +72.1%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $527 Shares 3,166 Est. Cost $121.60 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $521 Shares 9,914 Est. Cost $40.84 Unrealized +13.9%
WISDOMTREE EMERGING MARKETS DIVIDEND FUND 0.1%
Value ($000) $508 Shares 16,265 Est. Cost $32.88 Unrealized
JPMORGAN ALERIAN MLP INDEX ETN 0.1%
Value ($000) $507 Shares 18,447 Est. Cost $28.88 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $476 Shares 3,169 Est. Cost $96.40 Unrealized +40.1%
XHE SPDR S&P HEALTH CARE EQUIPMENT ETF 0.1%
Value ($000) $472 Shares 5,375 Est. Cost $87.81 Unrealized
XSW SPDR S&P SOFTWARE & SERVICES ETF 0.1%
Value ($000) $459 Shares 5,058 Est. Cost $90.75 Unrealized
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.1%
Value ($000) $432 Shares 9,469 Est. Cost $49.14 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $431 Shares 9,327 Est. Cost $33.31 Unrealized +9.0%
DOWDUPONT INC COM 0.1%
Value ($000) $412 Shares 6,412 Est. Cost $71.34 Unrealized
DGRE WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $387 Shares 16,152 Est. Cost $24.30 Unrealized
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.1%
Value ($000) $368 Shares 7,451 Est. Cost $48.30 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $367 Shares 4,420 Est. Cost $83.03 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.1%
Value ($000) $358 Shares 2,791 Est. Cost $83.07 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $357 Shares 2,360 Est. Cost $93.01 Unrealized +8.9%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $352 Shares 3,121 Est. Cost $121.44 Unrealized
AOR ISHARES GROWTH ALLOCATION FUND 0.1%
Value ($000) $338 Shares 7,491 Est. Cost $44.32 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $337 Shares 4,950 Est. Cost $70.45 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $336 Shares 1,149 Est. Cost $237.48 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $332 Shares 166 Est. Cost $74.58 Unrealized +26.1%
T AT&T INC COM 0.1%
Value ($000) $331 Shares 9,848 Est. Cost $15.83 Unrealized -8.5%
ESG FLEXSHARES STOXX US ESG IMPACT INDEX FUND 0.1%
Value ($000) $326 Shares 4,724 Est. Cost $62.66 Unrealized
SUSA ISHARES MSCI USA ESG SELECT ETF 0.1%
Value ($000) $321 Shares 2,693 Est. Cost $111.03 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $315 Shares 1,877 Est. Cost $22.38 Unrealized +58.5%
META FACEBOOK INC CL A 0.1%
Value ($000) $314 Shares 1,912 Est. Cost $169.80 Unrealized +5.9%
ESGG FLEXSHARES STOXX GLOBAL ESG IMPACT INDEX FUND 0.1%
Value ($000) $313 Shares 3,160 Est. Cost $94.30 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $306 Shares 1,857 Est. Cost $182.29 Unrealized
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.1%
Value ($000) $302 Shares 87,423 Est. Cost $6.69 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.1%
Value ($000) $300 Shares 6,591 Est. Cost $30.50 Unrealized
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $289 Shares 21,029 Est. Cost $10.77 Unrealized
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.1%
Value ($000) $277 Shares 8,177 Est. Cost $33.29 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $269 Shares 3,547 Est. Cost $72.35 Unrealized
MBWM MERCANTILE BANK CORP COM 0.1%
Value ($000) $259 Shares 7,755 Est. Cost $25.83 Unrealized +2.3%
IWR ISHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $249 Shares 1,131 Est. Cost $209.31 Unrealized
ISCF ISHARES EDGE MSCI MULTIFACTOR INTL SMALL-CAP ETF 0.1%
Value ($000) $247 Shares 7,858 Est. Cost $31.63 Unrealized
WDIV SPDR S&P GLOBAL DIVIDEND ETF 0.1%
Value ($000) $242 Shares 3,567 Est. Cost $67.84 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $241 Shares 202 Est. Cost $54.62 Unrealized +8.9%
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $236 Shares 8,460 Est. Cost $22.00 Unrealized 0.0%
HOMB HOME BANCSHARES INC COM 0.1%
Value ($000) $235 Shares 10,715 Est. Cost $24.02 Unrealized -3.3%
HD HOME DEPOT INC COM 0.1%
Value ($000) $230 Shares 1,112 Est. Cost $125.29 Unrealized +34.1%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $223 Shares 1,820 Est. Cost $77.40 Unrealized +13.6%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $221 Shares 1,314 Est. Cost $152.63 Unrealized
OXY OCCIDENTAL PETE CORP DEL COM 0.1%
Value ($000) $220 Shares 2,680 Est. Cost $48.86 Unrealized +38.6%
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.1%
Value ($000) $216 Shares 12,008 Est. Cost $17.65 Unrealized
RFV INVESCO S&P MIDCAP 400 PURE VALUE ETF 0.1%
Value ($000) $215 Shares 3,000 Est. Cost $70.33 Unrealized
IGOV ISHARES S&P/CITIGROUP INTERNATIONAL TREASURY BOND FUND EX-US 0.1%
Value ($000) $213 Shares 4,415 Est. Cost $48.24 Unrealized
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF 0.1%
Value ($000) $212 Shares 4,596 Est. Cost $43.49 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $212 Shares 2,100 Est. Cost $100.95 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $208 Shares 4,022 Est. Cost $51.72 Unrealized
NUVEEN MICHIGAN QLT MUN INC FD COM 0.0%
Value ($000) $163 Shares 13,200 Est. Cost $12.64 Unrealized
VDE VANGUARD ENERGY INDEX FUND 0.0%
Value ($000) $108 Shares 50,131 Est. Cost $1.02 Unrealized
FPI FARMLAND PARTNERS INC COM 0.0%
Value ($000) $71 Shares 10,670 Est. Cost $8.34 Unrealized
AK STL HLDG CORP COM 0.0%
Value ($000) $56 Shares 11,440 Est. Cost $4.90 Unrealized